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LifeStance Health Group, Inc.（LFST）与Simpson Manufacturing Co., Inc.（SSD）财务数据对比。点击上方公司名可切换其他公司
Simpson Manufacturing Co., Inc.的季度营收约是LifeStance Health Group, Inc.的1.5倍（$588.0M vs $382.2M），Simpson Manufacturing Co., Inc.净利率更高（15.0% vs 3.1%，领先12.0%），LifeStance Health Group, Inc.同比增速更快（17.4% vs 9.1%），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% vs -0.8%）
LifeStance Health Group是美国的门诊行为健康服务提供商，支持线下面诊与远程诊疗两种服务模式，业务涵盖心理咨询、精神科诊疗、经颅磁刺激（TMS）以及氯胺酮治疗等。该公司曾多次因劳动违规、客户信息泄露及误导投资者相关问题遭遇诉讼。
辛普森制造是美国领先的建筑材料生产企业，主营面向新建建筑及改造翻新项目的结构连接件、紧固件、锚固件等专业产品，在建筑配套材料领域具备深厚的技术积累与较高的市场认可度。
LFST vs SSD — 直观对比
营收规模更大
SSD
是对方的1.5倍
$382.2M
营收增速更快
LFST
高出8.3%
9.1%
净利率更高
SSD
高出12.0%
3.1%
两年增速更快
LFST
近两年复合增速
-0.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $382.2M | $588.0M |
| 净利润 | $11.7M | $88.2M |
| 毛利率 | — | 45.2% |
| 营业利润率 | 4.7% | 19.5% |
| 净利率 | 3.1% | 15.0% |
| 营收同比 | 17.4% | 9.1% |
| 净利润同比 | 264.1% | 13.3% |
| 每股收益（稀释后） | — | $2.13 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收LFSTSSD
| Q1 26 | — | $588.0M | ||
| Q4 25 | $382.2M | $539.3M | ||
| Q3 25 | $363.8M | $623.5M | ||
| Q2 25 | $345.3M | $631.1M | ||
| Q1 25 | $333.0M | $538.9M | ||
| Q4 24 | $325.5M | $517.4M | ||
| Q3 24 | $312.7M | $587.2M | ||
| Q2 24 | $312.3M | $597.0M |
净利润LFSTSSD
| Q1 26 | — | $88.2M | ||
| Q4 25 | $11.7M | $56.2M | ||
| Q3 25 | $1.1M | $107.4M | ||
| Q2 25 | $-3.8M | $103.5M | ||
| Q1 25 | $709.0K | $77.9M | ||
| Q4 24 | $-7.1M | $55.4M | ||
| Q3 24 | $-6.0M | $93.5M | ||
| Q2 24 | $-23.3M | $97.8M |
毛利率LFSTSSD
| Q1 26 | — | 45.2% | ||
| Q4 25 | — | 43.4% | ||
| Q3 25 | — | 46.4% | ||
| Q2 25 | — | 46.7% | ||
| Q1 25 | — | 46.8% | ||
| Q4 24 | — | 44.0% | ||
| Q3 24 | — | 46.8% | ||
| Q2 24 | — | 46.7% |
营业利润率LFSTSSD
| Q1 26 | — | 19.5% | ||
| Q4 25 | 4.7% | 13.9% | ||
| Q3 25 | 2.0% | 22.6% | ||
| Q2 25 | -0.9% | 22.2% | ||
| Q1 25 | 0.5% | 19.0% | ||
| Q4 24 | 0.3% | 14.8% | ||
| Q3 24 | 0.0% | 21.3% | ||
| Q2 24 | -5.1% | 22.1% |
净利率LFSTSSD
| Q1 26 | — | 15.0% | ||
| Q4 25 | 3.1% | 10.4% | ||
| Q3 25 | 0.3% | 17.2% | ||
| Q2 25 | -1.1% | 16.4% | ||
| Q1 25 | 0.2% | 14.5% | ||
| Q4 24 | -2.2% | 10.7% | ||
| Q3 24 | -1.9% | 15.9% | ||
| Q2 24 | -7.5% | 16.4% |
每股收益（稀释后）LFSTSSD
| Q1 26 | — | $2.13 | ||
| Q4 25 | — | $1.34 | ||
| Q3 25 | — | $2.58 | ||
| Q2 25 | — | $2.47 | ||
| Q1 25 | — | $1.85 | ||
| Q4 24 | — | $1.31 | ||
| Q3 24 | — | $2.21 | ||
| Q2 24 | — | $2.31 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $248.6M | $341.0M |
| 总债务越低越好 | $282.8M | — |
| 股东权益账面价值 | $1.5B | $2.1B |
| 总资产 | $2.2B | $3.0B |
| 负债/权益比越低杠杆越低 | 0.19× | — |
8季度趋势，按日历期对齐
现金及短期投资LFSTSSD
| Q1 26 | — | $341.0M | ||
| Q4 25 | $248.6M | $384.1M | ||
| Q3 25 | $203.9M | $297.3M | ||
| Q2 25 | $188.9M | $190.4M | ||
| Q1 25 | $134.3M | $150.3M | ||
| Q4 24 | $154.6M | $239.4M | ||
| Q3 24 | $102.6M | $339.4M | ||
| Q2 24 | $87.0M | $354.9M |
总债务LFSTSSD
| Q1 26 | — | — | ||
| Q4 25 | $282.8M | $300.0M | ||
| Q3 25 | $284.6M | $371.3M | ||
| Q2 25 | $286.4M | $376.9M | ||
| Q1 25 | $288.2M | $382.5M | ||
| Q4 24 | $290.0M | $388.1M | ||
| Q3 24 | $287.3M | $393.8M | ||
| Q2 24 | $288.0M | $399.4M |
股东权益LFSTSSD
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.5B | $2.0B | ||
| Q3 25 | $1.5B | $2.0B | ||
| Q2 25 | $1.5B | $1.9B | ||
| Q1 25 | $1.5B | $1.9B | ||
| Q4 24 | $1.4B | $1.8B | ||
| Q3 24 | $1.4B | $1.9B | ||
| Q2 24 | $1.4B | $1.8B |
总资产LFSTSSD
| Q1 26 | — | $3.0B | ||
| Q4 25 | $2.2B | $3.1B | ||
| Q3 25 | $2.1B | $3.0B | ||
| Q2 25 | $2.1B | $3.0B | ||
| Q1 25 | $2.1B | $2.8B | ||
| Q4 24 | $2.1B | $2.7B | ||
| Q3 24 | $2.1B | $2.9B | ||
| Q2 24 | $2.1B | $2.8B |
负债/权益比LFSTSSD
| Q1 26 | — | — | ||
| Q4 25 | 0.19× | 0.15× | ||
| Q3 25 | 0.19× | 0.19× | ||
| Q2 25 | 0.19× | 0.20× | ||
| Q1 25 | 0.20× | 0.21× | ||
| Q4 24 | 0.20× | 0.21× | ||
| Q3 24 | 0.20× | 0.21× | ||
| Q2 24 | 0.20× | 0.23× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $57.6M | — |
| 自由现金流经营现金流 - 资本支出 | $46.6M | — |
| 自由现金流率自由现金流/营收 | 12.2% | — |
| 资本支出强度资本支出/营收 | 2.9% | — |
| 现金转化率经营现金流/净利润 | 4.93× | — |
| 过去12个月自由现金流最近4个季度 | $110.0M | — |
8季度趋势，按日历期对齐
经营现金流LFSTSSD
| Q1 26 | — | — | ||
| Q4 25 | $57.6M | $155.7M | ||
| Q3 25 | $27.3M | $170.2M | ||
| Q2 25 | $64.4M | $125.2M | ||
| Q1 25 | $-3.1M | $7.6M | ||
| Q4 24 | $62.3M | $115.8M | ||
| Q3 24 | $22.7M | $103.3M | ||
| Q2 24 | $44.1M | $111.1M |
自由现金流LFSTSSD
| Q1 26 | — | — | ||
| Q4 25 | $46.6M | $119.0M | ||
| Q3 25 | $17.0M | $133.9M | ||
| Q2 25 | $56.6M | $87.3M | ||
| Q1 25 | $-10.3M | $-42.6M | ||
| Q4 24 | $56.0M | $60.3M | ||
| Q3 24 | $17.7M | $58.1M | ||
| Q2 24 | $39.0M | $70.9M |
自由现金流率LFSTSSD
| Q1 26 | — | — | ||
| Q4 25 | 12.2% | 22.1% | ||
| Q3 25 | 4.7% | 21.5% | ||
| Q2 25 | 16.4% | 13.8% | ||
| Q1 25 | -3.1% | -7.9% | ||
| Q4 24 | 17.2% | 11.7% | ||
| Q3 24 | 5.7% | 9.9% | ||
| Q2 24 | 12.5% | 11.9% |
资本支出强度LFSTSSD
| Q1 26 | — | — | ||
| Q4 25 | 2.9% | 6.8% | ||
| Q3 25 | 2.8% | 5.8% | ||
| Q2 25 | 2.2% | 6.0% | ||
| Q1 25 | 2.2% | 9.3% | ||
| Q4 24 | 1.9% | 10.7% | ||
| Q3 24 | 1.6% | 7.7% | ||
| Q2 24 | 1.6% | 6.7% |
现金转化率LFSTSSD
| Q1 26 | — | — | ||
| Q4 25 | 4.93× | 2.77× | ||
| Q3 25 | 25.34× | 1.58× | ||
| Q2 25 | — | 1.21× | ||
| Q1 25 | -4.36× | 0.10× | ||
| Q4 24 | — | 2.09× | ||
| Q3 24 | — | 1.10× | ||
| Q2 24 | — | 1.14× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
